Detail-Driven Fund Ops & Underwriting Specialist

Outsource Access, Inc.; Cebu City; Remote; PHP 420,000 - 660,000; Full time

Job summary

Outsource Access, Inc. seeks a detail-oriented professional to support underwriting operations. You will analyze insurance contracts and medical records to ensure decisions are supported by accurate documentation.

The role includes policy onboarding, premium processing, and rigorous quality checks on financial reports. You will maintain spreadsheets, identify discrepancies, and communicate findings to stakeholders while proposing workflow improvements and enhancements.

Qualifications

• Meticulous accuracy with immense attention to detail; precision matters in financial and insurance contexts.
• Resourceful problem-solver who follows SOPs and training materials independently.
• Excellent Excel skills and comfort with industry systems such as LexServ, ProtectFlow, or Lyric.
• Quiet, distraction-free workspace with a reliable internet connection.

Responsibilities

• Analyze insurance contracts and medical records to ensure documentation supports underwriting decisions.
• Take full ownership of policy onboarding and premium payment processing.
• Conduct rigorous quality control checks on valuation files and investor reports.
• Maintain vital financial spreadsheets and ensure data integrity.
• Identify discrepancies and proactively communicate findings to stakeholders.
• Suggest workflow improvements and process enhancements.

Skills

Attention to detail

Excel proficient

Problem solving

SOP adherence

Team collaboration

Tools

LexServ

ProtectFlow

Lyric

Job description

Outsource Access, Inc. seeks a detail-oriented professional to support underwriting operations. You will analyze insurance contracts and medical records to ensure decisions are supported by accurate documentation.

The role includes policy onboarding, premium processing, and rigorous quality checks on financial reports. You will maintain spreadsheets, identify discrepancies, and communicate findings to stakeholders while proposing workflow improvements and enhancements.